See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,205 | $202,432-78.2% | $169,368-73.9% | $139,434-68.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 12.17% | 531.74%-519.6pp | 405.60%-393.4pp | 372.94%-360.8pp |
| Employer contribution / active EE | $302 | $4,692-93.6% | $4,013-92.5% | $4,751-93.7% |
| Participant deferral / active EE | $2,062 | $6,938-70.3% | $6,221-66.9% | $6,710-69.3% |
| Admin fee / account holder | $989 | $10,708-90.8% | $9,003-89.0% | $11,403-91.3% |